Capstone Investment Advisors’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $380K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $478K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $285K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.95M | Buy |
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|
2016
Q3 | $493K | Sell |
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|
2016
Q2 | $873K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $387K | Buy |
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